What is the charge tab?

The Charge tab of the customer information lets you charge a customer, enter a payment or write-off, enter or return a deposit, or enter a date-stamped note. This window is usually used to make one-time charges to customer accounts—special pickups, prorated charges for new customers, balances from a previous billing system, deposits, etc. As such, most charges to customer accounts will not be done from this window.

The tab's appearance will differ depending on what you have selected for Type. You can use the Charge Date field to change the date that the event you're creating will appear in the customer's history. The available actions are provided below.

• Code: Make a charge using a bill code.
• Regular: Make a charge for regular trash service.
• Special Pick Up: Make a charge for a special one-time pick up.
• Misc.: Make a charge for a service not described elsewhere in this list. Allows you to type a description of the service in the text box next to the type.
• Payment: Enter a payment on a customer's account.
• Credit: Issues a credit to a customer's account.
• Write Off: Write off some or all of a customer's balance.
• Finance Charge: Charge a late fee to a customer.
• Rental: Charge a rental fee for containers, portable toilets, etc.
• Pick-up: Make a charge to pick up and dump a container.
• Tip Fee: Make a charge for the amount of a customer's trash dumped at a landfill.
• Note: Enter a note on the customer's account. A note entered here will be visible in the customer's billing history and will print on the customer's bill.
• Purchase Order: Enter a purchase order Number that will show in the customer's billing history.
• Deposit: Enter a deposit, either for future service or as a security deposit for a container.
• Deposit Returned: Return a deposit to a customer.